THE CHARLES BROTHERTON TRUST
REGISTERED CHARITY NUMBER 227067 TRUST DEED DATED 26TH FEBRUARY 1940
STATEMENT OF ACCOUNTS
FOR THE YEAR ENDED
31ST MARCH 2024
THE CHARLES BROTHERTON TRUST
C O N T E N T S
1 Trustees Report 2 Accountant's Report 3 Income Account 4 Balance Sheet 5 Revaluation Balance Sheet 6 Statement of Financial Activities 7 Notes to the Financial Statements 8 to 10 Schedule of Investments and Investment Income 11 to 15 Historic Distributions
THE CHARLES BROTHERTON TRUST TRUSTEES ANNUAL REPORT 2024
The Charles Brotherton Trust, PO Box 18476, Birmingham, B29 9FH
Structure and Governance
The Charity was created in 1940 by Charles Brotherton, Chairman of Brotherton & Co Ltd, a chemical manufacturing company. The Charles Brotherton Trust was established by a Trust Deed as an unincorporated charitable body and provided with an endowment fund by Charles Brotherton. The Trust is governed by this Trust Deed.
Organisation of the Trust
Custodian Trustees manage the investment of the Trust’s Capital Funds, as a permanent endowment fund, with the aid of professional Fund managers. The income generated is collected and passed onto the Management Trustees who are responsible for receiving appeals from potential beneficiaries, the distribution of monies received from the Custodian Trustees, and that they are used for the objectives of the charity. The Trust neither seeks nor obtains any donations from the general public.
Risks and Reserves
The Trustees rely on independent professional advice to maintain a diverse investment portfolio to minimise the risk of losses, to ensure a balance is maintained between capital growth and income generation and that the investment fund is not unduly exposed to risk. A small income reserve of less than £10,000 is maintained to ensure that an even distribution of income can be maintained for the beneficiaries. The Trust is not exposed to support beneficiaries beyond available income.
Activities during the Year
The Capital fund has continued to be invested under the professional management of Brewin Dolphin. Income generated has been distributed to 276 beneficiaries during the year.
Beneficiaries
The Trust supports education, recreational activities for youth, community centres, and the well being of the elderly. The Trust makes grants to charitable organisations that benefit the residents within geographical areas around the original chemical factories of Brotherton & Co. though they are no longer extant. The areas are Bebington (Wirral), Birmingham, Leeds, Liverpool, Wakefield and York. Emphasis is placed on supporting local based organisations. The Trust does not support individuals, nor take any part in the organisation or operation of the beneficiary organisations.
Public Benefit
The Trustees consider that the objectives and achievements of the Trust satisfy the requirements of the public benefit guidance published by the Charity Commissioners.
Trustees who served during the year are:
David Brotherton Christopher Brotherton-Ratcliffe Helen Brotherton-Lloyd Dominic Jones
Page 1
THE CHARLES BROTHERTON TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES ON THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024 CHARITY NUMBER 227067
We report to the trustees on our examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2024.
RESPONSIBILITIES AND BASIS OF REPORT
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
We report in respect of our examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out our examination, we have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
INDEPENDENT EXAMINERS' STATEMENT
We have completed our examination. We confirm that no material matters have come to our attention in
connection with the examination which gives us cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
We have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
1 Church Mews Churchill Way Macclesfield Cheshire SK11 6AY
Kime O'Brien Chartered Accountants
30th May 2024
Page 2
CHARLES BROTHERTON TRUST INCOME ACCOUNT FOR THE YEAR ENDED 31ST MARCH 2024
----- Start of picture text -----
£ £
Investment Income Per Schedule Brewin Dolphin 65,075.93
65,075.93
Deposit Interest Brewin Dolphin 694.51
Lloyds Bank 747.69
1,442.20
Total Income 66,518.13
Administration Expenses
Secretarial Costs 3,325.91
Sundry Charges (see notes) 1,884.59
Accountants Fee 2,040.00
7,250.50
Net Income for the Year 59,267.63
Income Appropriation Account
Balance on account 31st March 2023 76,606.39
Total Available for Distribution 135,874.02
Payments from 2023 Income Leeds 26,000
Birmingham 13,000
Bebington & Wirral 6,500
Liverpool 6,500
Wakefield 6,500
York 6,500
65,000.00
Balance on Income Account 31st March 2024 70,874.02
Appropriations made since 31st March 2024
----- End of picture text -----
| Leeds Birmingham Bebington & Wirral Liverpool Wakefield York |
26,200 13,100 6,550 6,550 6,550 6,550 65,500 |
|---|---|
Page 3
CHARLES BROTHERTON TRUST BALANCE SHEET AS AT 31ST MARCH 2024
£
£
ASSETS
Capital Account
| Brewin Dolphin Fund Investments at Cost Cash Income Account Lloyds Bank - Current a/c Lloyds Bank - Deposit a/c Debtors Debtors (see notes) Creditors Creditors (see notes) TOTAL ASSETS Represented by Capital Account Brewin Dolphin Wider Range - at 31st March 2023 Cash - at 31st March 2023 Fees paid less rebates Deficit on disposal Income Account Per Income Appropriation Account |
2,113,252.12 21,122.56 5,000.00 63,159.84 6,080.09 (3,365.91) 2,132,624.02 31,905.41 (13,130.55) (17,024.20) |
2,134,374.68 68,159.84 6,080.09 (3,365.91) 2,205,248.70 2,134,374.68 70,874.02 2,205,248.70 |
|---|---|---|
Page 4
CHARLES BROTHERTON TRUST REVALUATION BALANCE SHEET AS AT 31ST MARCH 2024
£
£
Listed investments at Market Value
Brewin Dolphin Investments 2,418,977.59 Cash 21,122.56 2,440,100.15 Balances at Bank 68,159.84 Debtors (see notes) 6,080.09 2,514,340.08 Less Creditors (see notes) (3,365.91) 2,510,974.17 Capital fund Brewin Dolphin Wider Range - at 31st March 2023 2,132,624.02 Cash - at 31st March 2023 31,905.41 Loss on realisations during the year (17,024.20) Unrealised Surplus on revaluation 305,725.47 2,453,230.70 2,453,230.70 Less advisors fees paid during the year Brewin Dolphin (13,130.55) (13,130.55) 2,440,100.15 Income appropriation account 70,874.02 2,510,974.17
Page 5
CHARLES BROTHERTON TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2024
| Unrestricted Income Fund Income From Assets Dividends Interest Application of Funds Charitable Disbursements Administration Expenses Accountants Fee Balance brought forward from 31st March 2023 Balance at 31st March 2024 |
£ 65,075.93 1,442.20 65,000.00 5,210.50 2,040.00 |
£ 66,518.13 72,250.50 (5,732.37) 76,606.39 70,874.02 |
|---|---|---|
Page 6
CHARLES BROTHERTON TRUST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2024
| DEBTORS Brewin Dolphin Dividends CREDITORS Accountants Costs Unpresented cheques (to be re-issued) SUNDRY CHARGES Website Postage Travel and Courier LEGAL & INVESTMENT ADVISOR'S FEES Brewin Dolphin Fees incurred during the year Fees paid during the year Fees due - Outstanding at year end |
£ 6,080.09 6,080.09 £ 2,040.00 25.91 1,300.00 3,365.91 £ 1,285.59 225.00 374.00 1,884.59 £ 12,438.99 13,130.55 3,057.89 |
|---|---|
Page 7
| BREWIN DOLPHIN FUND | 31st | March 2023 | 31st March 2024 | 31st March 2024 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Acquisitions | Disposals | Market | Gross | ||||||||||||
| Nominal | Book Cost | Nominal | Cost | Nominal | Proceeds | Gain/Loss | Nominal | Book Cost | Value | Income | |||||
| UK Treasury 0.125% 31.01.28 | 45000 | 38,441.01 | 45000 | 38,441.01 | 39,078.27 | 56.26 | |||||||||
| UK Treasury 4.25% 07.12.2027 | 45000 | 45,463.95 | 45000 | 45,463.95 | 46,130.41 | 1,912.50 | |||||||||
| UK Treasury 4.125% 29.01.2027 | 46894 | 46,107.04 | 46894 | 46,107.04 | 47,246.93 | 967.19 | |||||||||
| Aberdeen Property Income Trust | 33250 | 29,654.80 | 33250 | 29,654.80 | 16,292.50 | 1,330.01 | |||||||||
| Property Income Trust Ord 0.01 shs | |||||||||||||||
| Aberforth Smaller Companies Trust | 2875 | 17,156.20 | 2875 | 17,156.20 | 38,755.00 | 1,451.87 | |||||||||
| Page 8 | Ord 0.01p shs Allianz Global Investors Strategic Bond 1 Inc Artemis Fund Managers US Select BNY Mellon Fund Managers Asian Income U BNY Mellon Fund Managers Global Income Baillie Gifford & Co Japanese WI DIS Bank of America 12.11.2029 UK 8.40% Income Berkshire Hathaway Inc Com US$ 0.0033 Class B Blackrock Fund Managers Ltd Continental European Income D Units BP US$0.25c Ord shs Croda International Ord 0.010609657 shs Diageo 28 101/108p Ord shs Experian Plc Ord US$ 0.10 Fastnal Com US$ 0.01 |
30000 32000 27852 25655 1925 100 50000 7000 325 850 750 550 |
39,087.00 94,238.19 23,708.49 20,611.69 29,544.23 24,720.43 75,580.41 18,066.85 24,485.38 12,078.79 20,467.53 24,518.71 |
78000 | 78,000.00 | 30000 32000 27852 25655 1925 78000 100 50000 7000 325 850 750 550 |
39,087.00 94,238.19 23,708.49 20,611.69 29,544.23 78,000.00 24,720.43 75,580.41 18,066.85 24,485.38 12,078.79 20,467.53 24,518.71 |
25,965.00 129,212.80 32,648.56 51,845.22 31,801.00 83,210.40 33,278.47 97,164.65 34,699.00 15,931.50 24,866.75 25,905.00 33,575.23 |
1,238.49 1,331.75 1,552.78 517.06 3,730.76 1,572.88 351.00 680.01 328.44 674.25 |
FOR THE YEAR ENDED 31ST MARCH 2024 | SCHEDULE OF INVESTMENTS AND INVESTMENT INCOME | THE CHARLES BROTHERTON TRUST | |||
| Fidelity UCITS | 16500 | 102,904.40 | 16500 | 102,904.40 | 131,278.13 | 2,663.29 | |||||||||
| US Quality Income | |||||||||||||||
| First Sentier Investments | 11650 | 26,378.59 | 11650 | 26,378.59 | 36,165.10 | 297.79 | |||||||||
| Stewart Asia Pacific LDRS | |||||||||||||||
| FundSmith LLP | 9175 | 40,092.00 | 9080 | 57,628.94 | 17,952.06 | 203.40 | |||||||||
| Equity Income | 95 | 616.99 | 201.87 | ||||||||||||
| GAM Star Fund | 4535 | 44,949.75 | 4535 | 38,757.29 | (6,192.46) | 1,643.37 | |||||||||
| Credit Opportunities MZ GBP | |||||||||||||||
| Glaxosmithkline Plc | 1440 | 18,651.44 | 1440 | 18,651.44 | 24,603.84 | 802.80 | |||||||||
| 31.25p Ord shs | |||||||||||||||
| HICL Infrastructure Co Ltd | 26750 | 44,337.50 | 26651 | 34,220.88 | 53401 | 78,558.38 | 67,498.86 | 3,304.89 | |||||||
| Ord £0.0001 shs | |||||||||||||||
| Haleon Plc | 8600 | 23,275.88 | 8600 | 23,275.88 | 28,646.60 | 361.20 | |||||||||
| 1p Ord shs | |||||||||||||||
| Ishares II Plc | 300 | 44,180.00 | 300 | 36,777.78 | (7,402.22) | 1,186.26 | |||||||||
| Core Corp Bond UCITS |
| BREWIN DOLPHIN FUND(cont) | 31st | March 2023 | 31st March 2024 | 31st March 2024 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Acquisitions | Disposals | Market | Gross | ||||||||||||
| Nominal | Book Cost | Nominal | Cost | Nominal | Proceeds | Gain/Loss | Nominal | Book Cost | Value | Income | |||||
| Ishares II Plc | 6500 | 34,592.35 | 6500 | 34,592.35 | 31,492.50 | 767.65 | |||||||||
| USD Tips UCITS Hedged | |||||||||||||||
| Intercont Exchange | 250 | 25,765.32 | 250 | 25,765.32 | 27,189.31 | 287.89 | |||||||||
| Com US$0.01 | |||||||||||||||
| Investors Capital Trust | 40087 | 40087 | |||||||||||||
| (In Voluntary Liquidation) | |||||||||||||||
| JP Morgan Funds Ltd | 52500 | 39,656.83 | 52500 | 39,656.83 | 85,522.50 | 1,947.75 | |||||||||
| US Equity Income K | |||||||||||||||
| JP Morgan Funds Ltd | 27000 | 35,223.60 | 27000 | 35,223.60 | 35,235.00 | 1,431.00 | |||||||||
| Page 9 | Global Emerging Markets Inc JP Morgan Asset Management UK Ltd Global Macro Opportunities Inc Jupiter Unit Trust Managers Japan Income Fund Z GBP Jupiter Unit Trust Managers Strategic Bond X GBP Legal & General Group Ord 2.5p shs Man Fund Management UK Ltd Man GLG UK Inc MI Select Managers Instl Bond Fund Microsoft Corporation Com US$ 0.00000625 Morgan Stanley Fund Management (Ireland Asia Opportunity J Muzinich Funds Global Tactical Credit G GBP National Grid Ord 0.12431289 shs Ninety One Fund Managers UK Ltd Diversified Income J2 Persimmon Ord 10p shs Personal Assets Trust Ord £12.50 shs |
25000 42000 40000 11000 41000 105 1400 477.767 3000 45750 1250 7500 |
38,117.00 37,529.96 40,073.00 29,538.35 52,034.00 25,121.39 48,114.64 50,251.46 26,949.83 45,389.48 35,193.05 46,991.43 |
126125 | 116,589.95 | 41000 477.767 3000 45750 |
46,904.00 43,591.46 29,511.93 40,758.68 |
(5,130.00) (6,660.00) 2,562.10 (4,630.80) |
25000 42000 40000 11000 126125 105 1400 1250 7500 |
38,117.00 37,529.96 40,073.00 29,538.35 116,589.95 25,121.39 48,114.64 35,193.05 46,991.43 |
39,025.00 50,101.80 33,124.00 27,984.00 116,596.89 34,959.01 31,542.21 16,450.00 51,173.25 |
1,100.99 1,756.76 2,160.40 1,506.75 201.62 634.84 1,128.00 1,077.20 1,000.00 820.05 |
FOR THE YEAR ENDED 31ST MARCH 2024 | SCHEDULE OF INVESTMENTS AND INVESTMENT INCOME | THE CHARLES BROTHERTON TRUST |
| Premier Portfolio Managers | 20000 | 68,320.00 | 20000 | 68,320.00 | 63,640.00 | 909.48 | |||||||||
| Milton European Opp B | |||||||||||||||
| Premier Portfolio Managers | 15500 | 28,189.70 | 15500 | 28,189.70 | 26,815.00 | 494.47 | |||||||||
| Milton UK Multi Cap Inc | |||||||||||||||
| RBC Semiconductor Value Chain | 58605 | 58,605.00 | 58605 | 58,605.00 | 62,185.77 | ||||||||||
| Opportunities Index 02/03/29 | |||||||||||||||
| Rio Tinto Plc | 650 | 23,537.64 | 650 | 23,537.64 | 32,610.50 | 2,099.64 | |||||||||
| Ord 10p shs | |||||||||||||||
| Robeco Luxenbourg SA | 450 | 49,048.25 | 450 | 41,323.50 | (7,724.75) | 1,381.50 | |||||||||
| Global Credits | |||||||||||||||
| SSGA SPDR ETFFS Europe Plc | 2100 | 95,716.05 | 2100 | 95,716.05 | 120,666.00 | 2,501.63 | |||||||||
| US Div Aristocrats | |||||||||||||||
| Schroder Unit Trusts | 70000 | 35,713.00 | 70000 | 35,713.00 | 30,611.00 | 2,234.96 | |||||||||
| Asian Income maximiser | |||||||||||||||
| Schwab (Charles) Corp | 400 | 24,834.13 | 400 | 24,834.13 | 22,898.93 | 269.97 | |||||||||
| Com US$ 0.01 |
| BREWIN DOLPHIN FUND(cont) Nominal Securities Trust of Scotland 25000 25p Ord Shs (In Vol Liquidation) Tesco 9000 Ord 6.33333p shs Texas Instruments 175 Com US$ 1.00 The Renewables Infrastructure 34000 Ord shs Thermo Fisher Scientific Inc 50 Com US$1 TR Property Investment Trust 5500 Ord 25p shs Twentyfour AM Investment Funds 600 Corporate Bond Unilever Plc 725 Ord 3.11111p Shs Vanguard Investment Series 1350 FTSE 100 ETF Inc Vanguard Investment Series 1650 S & P 500 ETF INC Cash on Deposit Brewin Dolphin Totals 31st |
Book Cost Nominal Cost Nominal Proceeds 20,159.53 25,066.47 44,938.50 24,167.37 13,384.92 61,886.50 21,873.88 42,622.92 60,030.25 31,905.41 2,164,529.43 333,522.87 335,870.57 March 2023 Acquisitions Disposals |
Gain/Loss Nominal 25000 9000 175 34000 50 5500 600 725 1350 1650 (17,024.20) |
Market Book Cost Value 20,159.53 26,694.00 25,066.47 24,126.14 44,938.50 34,272.00 24,167.37 22,997.45 13,384.92 17,875.00 61,886.50 51,024.00 21,873.88 28,822.38 42,622.92 47,064.38 60,030.25 130,480.35 2,418,977.59 21,122.56 2,113,252.12 2,440,100.15 31st March 2024 |
Gross Income 981.00 600.83 2,441.20 47.37 852.50 2,118.56 1,076.27 1,613.87 1,473.53 65,075.93 |
|---|---|---|---|---|
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2023 MADE DURING THE YEAR ENDED 31ST MARCH 2024
£
| Bebington & Wirral | Barnstondale Centre | 250 | |
|---|---|---|---|
| Bebington 13th (St Barnabas) Scout Group | 200 | ||
| Birkenhead Young Men's Christian Association | 200 | ||
| Boys' Brigade 1st Bromborough Company | 225 | ||
| Brotherton Park - Dibbinsdale Nature Centre | 500 | ||
| Brotherton Park - Friends of Dibbinsdale | 500 | ||
| Children's Adventure Farm Trust | 250 | ||
| Claire House | 200 | ||
| Dogs for Good - Wirral | 350 | ||
| Ferries Family Groups Ltd | 225 | ||
| Friends of Lydiate Home Farm Trust | 225 | ||
| Girl Guides - Dibbinsbrook Division | 225 | ||
| Guide Dogs | 250 | ||
| Hive Youth Zone | 175 | ||
| I AM PHAB - Bebington | 200 | ||
| North of England Zoological Society | 250 | ||
| Salvation Army | 250 | ||
| Shaftesbury Youth Club | 250 | ||
| SSAFA Forces Help | 250 | ||
| Stick n Step | 175 | ||
| Tall Ships Youth Trust | 250 | ||
| Tam O Shanter Urban Farm | 250 | ||
| The Belvidere Centre | 225 | ||
| Wirral Autistic Society - Autism Together | 175 | ||
| Wirral Christian Centre Trust Ltd | 175 | ||
| Wirral Community Narrowboat Trust | 275 | ||
| Bebington & Wirral | Total | 6500 | |
| Birmingham | 126th Birmingham Scout Group | 225 | |
| Ackers Adventures Activities | 200 | ||
| Albrighton Trust | 250 | ||
| All Saints Youth Project | 375 | ||
| Armonico Consort | 150 | ||
| Birmingham Botanical Gardens | 250 | ||
| Birmingham City Mission | 200 | ||
| Birmingham Festival Choral Society | 150 | ||
| Birmingham Institute for the Deaf | 175 | ||
| Birmingham PHAB Camps | 200 | ||
| Birmingham Royal Ballet - Freefall Project | 175 | ||
| Birmingham Settlement | 200 | ||
| Blueprint Training and Enterprise | 175 | ||
| British Disabled Angling Association | 175 | ||
| British Limbless Ex Service Men's Association | 250 | ||
| British Wireless for Blind Fund | 175 | ||
| City of Birmingham Youth Orchestra | 225 | ||
| Country Trust | 175 | ||
| Crossway | 250 | ||
| deafPLUS | 175 | ||
| Dodford Children's Holiday Farm | 250 | ||
| DOG A.I.D. (Dog Assistance in Disability) | 250 | ||
| Dogs for Good - Birmingham | 350 | ||
| ECO Birmingham | 200 | ||
| Edward's Trust | 150 | ||
| Elim Church Centre | 175 | ||
| Farms for City Children | 225 | ||
| Fields Millenium Green Trust | 200 | ||
| Focus Birmingham | 200 |
Page 11
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2023 MADE DURING THE YEAR ENDED 31ST MARCH 2024
£
| Gloverspiece Minifarm | 225 | ||
|---|---|---|---|
| Grey Gables | 175 | ||
| Home From Hospital Care | 225 | ||
| Island Trust | 250 | ||
| Jericho Foundation | 250 | ||
| Listening Books | 275 | ||
| Martineau Gardens | 250 | ||
| Motor Neurone Disease Association Birmingham | 150 | ||
| Narthex Sparkhill | 275 | ||
| New Heights Warren Farm Community Project | 250 | ||
| Newland Hurst Ltd | 200 | ||
| NICE - Centre for Movement Disorder | 300 | ||
| P D S A Student Training Scheme | 350 | ||
| Pen Room Learning Centre Museum | 175 | ||
| Primrose Hospice | 300 | ||
| Queen Alexandra College | 250 | ||
| Relate - Birmingham Marriage Guidance | 200 | ||
| Rowheath Pavillion | 225 | ||
| Salvation Army | 225 | ||
| SENSE | 200 | ||
| St Basils | 150 | ||
| St Francis Youth & Community Centre | 200 | ||
| St Martins Youth Centre | 200 | ||
| Stonehouse Gang | 200 | ||
| Support Dogs | 275 | ||
| The Coffee Shop | 200 | ||
| Thrive Birmingham | 250 | ||
| Victoria School | 200 | ||
| Warley Woods Community Trust | 225 | ||
| Wildlife Trust for Birmingham | 200 | ||
| Birmingham | Total | 13000 | |
| Leeds | 17th South West Leeds Scout Group | 225 | |
| 24th South West Leeds Scout Group | 225 | ||
| Alzheimer's Society - Yorkshire Region | 200 | ||
| Arkwright Engineering Scholarship - Smallpiece Trust | 250 | ||
| Army Cadet Force Charitable Trust | 275 | ||
| Blind Veterans UK | 225 | ||
| Bramley Elderly Action | 200 | ||
| British Epilepsy Association - Leeds | 200 | ||
| Brotherton Wing | 500 | ||
| Canine Partners | 350 | ||
| Caring For Life | 150 | ||
| Caring Together | 200 | ||
| Children's Heart Surgery Fund | 275 | ||
| Church Army - Leeds | 225 | ||
| City of Leeds YMCA | 200 | ||
| Conservation Volunteers | 275 | ||
| Disability Action Yorkshire | 250 | ||
| Dogs for Good - Leeds | 350 | ||
| Dogs Trust Youth Education Programme | 225 | ||
| Douglas Bader Foundation | 200 | ||
| Ear Trust | 150 | ||
| Enabled Works | 275 | ||
| EUREKA! Children's Museum | 250 | ||
| Forest Hill (Sheltered) Housing Ltd | 250 | ||
| Friends of City of Leeds Youth Orchestra | 225 | ||
| Girlguiding Leeds - Trefoil Centre | 275 | ||
| Groundwork Yorkshire | 225 | ||
| Happy Days | 250 | ||
| Hearing Dogs for Deaf People | 350 | ||
| Henshaws Society for Blind People | 250 |
Page 12
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2023 MADE DURING THE YEAR ENDED 31ST MARCH 2024
£
| Holbeck Together | 150 | ||
|---|---|---|---|
| Hunslet Club | 225 | ||
| Kidz Klub Leeds | 225 | ||
| Learning Partnerships | 150 | ||
| Leeds Cathedral | 175 | ||
| Leeds City Mission | 150 | ||
| Leeds Library | 200 | ||
| Leeds Philharmonic Chorus Society | 200 | ||
| Leeds Playhouse | 150 | ||
| Leeds Society for Blind & Deaf People | 200 | ||
| Lighthouse Futures Trust | 150 | ||
| Low Mill Outdoor Centre | 175 | ||
| Lymphoma Action | 200 | ||
| Macular Disease Society | 225 | ||
| Maggie's Leeds | 200 | ||
| Meanwood Valley Urban Farm | 325 | ||
| Mencap - Leeds | 175 | ||
| Neighbourhood Action | 175 | ||
| Northern Ballet | 225 | ||
| Ocean Youth Trust (North) | 250 | ||
| Officers' Association | 250 | ||
| Older Peoples Action in the Locality | 200 | ||
| Older Wiser Local Seniors (OWLS) | 175 | ||
| Opera North Education | 300 | ||
| P D S A Student Training Scheme | 350 | ||
| Prince Phillip Centre PHAB Club | 225 | ||
| Project Space Leeds - The Tetley | 150 | ||
| Rawdon Community Library | 250 | ||
| RSPB - Fairburn Ings Education Scheme | 250 | ||
| Samaritans of Leeds | 200 | ||
| Second World War Experience Centre | 225 | ||
| South Leeds Team Ministry Charity Ltd | 150 | ||
| Special Needs & Parent Support Yorkshire | 150 | ||
| SSAFA Armed Forces Charity | 275 | ||
| St Anne's Community Services | 200 | ||
| St Gemma's Hospice | 200 | ||
| Stroke Association | 250 | ||
| Sue Ryder Foundation | 200 | ||
| Sunshine & Smiles Leeds Down Syndrome | 200 | ||
| The Donkey Sanctuary - Leeds Project | 350 | ||
| University of Leeds | 3000 | ||
| University of Leeds - Brotherton Library | 6000 | ||
| Voluntary Action - Leeds | 225 | ||
| William Merritt Disabled Living Centre | 250 | ||
| Yorkshire Air Ambulance | 200 | ||
| Yorkshire Cancer Research Campaign | 200 | ||
| Youth Hostels Association - Yorkshire Region | 150 | ||
| Leeds | Total | 26000 | |
| Liverpool | Bradbury Fields Services Blind | 225 | |
| CHET - Crosby Hall Educational Trust | 275 | ||
| Dogs Trust - Merseyside Project | 225 | ||
| KIND | 225 | ||
| League of Welldoers | 200 | ||
| Liverpool School of Tropical Medicine | 225 | ||
| Liverpool Talking Newspaper for the Blind | 225 | ||
| Liverpool WaterSports Centre | 225 |
Page 13
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2023 MADE DURING THE YEAR ENDED 31ST MARCH 2024
£
Wakefield
York
| Marie Curie Cancer Care | 375 | |
|---|---|---|
| Mencap Liverpool | 200 | |
| Mersey Youth Support Trust | 200 | |
| Norris Green Youth Centre | 225 | |
| North West Cancer Research Fund | 225 | |
| Northern Lights | 250 | |
| Orrell Park Community Association | 225 | |
| Royal School for Blind, Liverpool | 250 | |
| Royal Voluntary Service | 225 | |
| Samaritans of Merseyside | 225 | |
| Sefton OPERA | 225 | |
| Shrewsbury House Youth & Community Centre | 225 | |
| SSAFA Forces Help Asscoiation | 250 | |
| St Andrews Community Network | 225 | |
| St Cyril's Children & Youth Project | 225 | |
| St Vincents School For Blind | 225 | |
| Sudley Area Residents Association | 250 | |
| West Coast Crash Wheelchair Rugby | 200 | |
| Woodlands Hospice | 225 | |
| Ykids | 225 | |
| Liverpool | Total | 6500 |
| 15th Wakefield Scout Group | 250 | |
| 8th Wakefield Scout Group | 250 | |
| Brotherton Charity Trust | 1250 | |
| Charles Brotherton Choral Scholarships | 250 | |
| Dogs for Good - Wakefield Centre | 300 | |
| Friends of Wakefield Chantry Chapel | 250 | |
| Girlguiding Wakefield North | 250 | |
| Girlguiding Wakefield South | 250 | |
| Lindhill Nurseries Horticare | 225 | |
| Nova Wakefield District | 200 | |
| Park Lodge Lane Allotments Association | 225 | |
| Prince of Wales Hospice | 200 | |
| Salvation Army | 350 | |
| Samaritans Wakefield & District | 200 | |
| Wakefield Cathedral Fabric Fund | 250 | |
| Wakefield Deaf & Hard of Hearing Support Service | 200 | |
| Wakefield District Scout Council | 250 | |
| Wakefield District Sight Aid | 225 | |
| Wakefield Hospice | 300 | |
| Wakefield Riding for the Disabled | 275 | |
| Wakefield Sea Cadet Association | 300 | |
| Wakefield Talking Newspapers Association | 250 | |
| Wakefield | Total | 6500 |
| Army Benevolent Fund - North East | 325 | |
| Bishopthorpe Trust | 250 | |
| Countryside Learning | 375 | |
| Gateway Centre | 325 | |
| Little Badgers Pre School | 325 | |
| Lollipop (York and District) | 325 | |
| Marie Curie Cancer Care | 500 | |
| Methodist Homes for the Aged - York | 250 | |
| MySight - York | 300 | |
| SASH - Safe & Sound Homes | 325 | |
| Sea Scouts - 1st Clifton (York) Group | 375 |
Page 14
THE CHARLES BROTHERTON TRUST HISTORIC DISTRIBUTIONS 2023 MADE DURING THE YEAR ENDED 31ST MARCH 2024
£
| Southlands Methodist Church - Youth & Community | Centre | 350 | |
|---|---|---|---|
| SSAFA Forces Help | 300 | ||
| St John Ambulance North East | 325 | ||
| St Leonards Hospice | 350 | ||
| Whizz Kidz - York | 325 | ||
| Wilberfoss Kexby & Newton Playing Fields | 250 | ||
| York Disabled Workers Co-Operative | 350 | ||
| York Mind | 250 | ||
| Yorkshire Museum of Farming | 325 | ||
| York | Total | 6500 | |
| Distribution Total | £ | 65000 |
Page 15